Amber Pfarrer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience with the University of Southern Mississippi Foundation, Eley Guild Hardy Architects, and Zender Communications. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that utilize strategies managed internally, by advisors, and third-party managers, supported by a firm-wide Investment Strategy Committee.

Frank Van Kirk Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His prior experience includes roles at Stifel and UBS Financial Services. He serves as trustee for multiple family trusts. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, model portfolios, third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account management, with a platform that includes affiliations to SEI-affiliated entities and specialized services such as OCIO and executive planning.

Pierce Weatherly is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has professional experience including roles at Community Bank, The First ANBA, and Bancorp South. Outside the financial sector, he has worked with Lee's Detailing, LLC and at Mississippi State University. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of managed strategies and an internal trading desk.

Angela Wolfe is a financial advisor with Benjamin F. Edwards & Company, Inc. in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Benjamin F. Edwards since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services supported by several hundred advisors and tens of billions in assets under management.

Stephen Byrne is a CFP® with 42 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd. and has previously worked at LPL Financial and Thompson, Diaz, Baxter and Associates. Byrne holds Series 63 and Series 66 licenses. Stratos Wealth Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Matthew Lawing is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Lawing serves as a finance committee member for the Southern Miss Alumni Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers various investment strategies and managed portfolios through fee-based wrap programs, supported by an in-house trading desk and a committee that oversees portfolio monitoring and rebalancing.

Frank Van Kirk III is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 registrations, and has 12 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2014. Van Kirk serves as a trustee for multiple trusts, acting in a fiduciary capacity outside his advisory role. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

James Luffey is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Financial and Apple Guerin Company, and he has worked in finance-related activities since 2019. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting, delivered through a large network of investment adviser representatives using both proprietary and third-party strategies.

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

Suzie Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her prior roles include 20 years at Stifel Independent Advisors and earlier positions at STIFEL and Merrill. Sawyer also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Diana Garrard is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 designation and has worked extensively within Thrivent-affiliated firms since 2017. Outside of her advisory role, she has engaged as an independent contractor with various soccer associations over a ten-year period. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that cover topics such as retirement, tax, and estate planning. The firm separates its planning services from portfolio management, focusing on written recommendations without discretionary trading authority.

Carter Bond is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to his current role, he worked at Primerica Financial Services and has experience in education at Mississippi State University and Pass Christian Schools. Bond also receives non-investment-related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers.

Wendy Roper is a financial advisor with Edward Jones in Gulfport, MS, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Brian Ellerman is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Cetera since 2022 and previously spent six years with Hancock Investment Services, Inc. He is based in Gulfport, Mississippi. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party strategies and multiple program structures.

Charles Rumsey is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual, and Cadence Bank. Outside of finance, he has experience working at Strange Brew Coffeehouse and Rumsey Consulting Engineering Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with various model portfolios, third-party asset management, and institutional platforms.

Mark Holden is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked for Ingalls Shipbuilding for 12 years and serves as a Construction Engineer Officer in the Mississippi Army National Guard. In his military role, he advises on construction activities and leads survey and design teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Terry Cutrer is a financial advisor with Edward Jones in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in timber management and land maintenance for hunting through a partnership in Cutjack Ridge LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joshua Eargle is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he has been involved with Eargle LLC since 2022 and worked at LHC Mississippi HomeCare from 2021 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory services through a large nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and provides various discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment products.

Kyle Mclaughlin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He has held roles at several firms, including Hancock Whitney Bank and Compass Capital Management. Outside of finance, he is the owner of Diamond Lighting Company LLC, which rents lights to movie productions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with discretionary and non-discretionary program options.

Courtney Peterson is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and previously worked at Community Bank, LPL Financial, and Hancock Whitney Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies and reported approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors.